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Max Matthiessen

Financial advisor within pensions, insurance and investment

Max Matthiessen is one of the leading financial advisors within pensions, insurance and investment in the Nordic region. The company was founded in 1889 and has been active in the insurance sector for more than 130 years.

Company Background

  • Comprehensive offering combining advice, analysis, administration and procurement of pension and insurance solutions with advice within savings, investment advisory and asset management
  • Strong Swedish footprint with 440 employees at circa 30 locations
  • Transformative industry driven by technical advancements and product development with an increasing focus on sustainability, transparency and regulation

Vision & Outlook

Support Max Matthiessen to expand its customer offering and its next phase of sustainable growth and innovation

Help the company to realise its full potential by scaling the Company’s platform and driving growth through investment in the team, modernising its product offering

Increase the availability of and commitment to sustainable options and savings helping employers, entrepreneurs and individuals to access high quality financial services and better manage their pensions

Highlights & Updates

  • Acquisition of Naventi Fonder and partnership with Qblue to strengthen its offering within sustainable funds
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SECTOR

Financial Services

REVENUES 2021

EUR 135 million

EMPLOYEES

435

OWNERSHIP

Fund IX

HEAD OFFICE

Sweden

INVESTMENT DATE

2020

MANAGEMENT

Jacob Schlawitz

CEO

Erik Skoog

CFO

CHAIRPERSON

Per E. Larsson

RESPONSIBLE ADVISOR

Christian Frick

Partner | Head of Financial Services